FrédéricM.hl

Curious mind
Testing products, systems & ideas
Signal over noise
Long-term thinking, short-term experiments 🧠⚙️

[FrédéricM.hl @FredericM]

@Lamsito_eth Je dirais 2 dans son cas 😛

[FrédéricM.hl @FredericM]

@Frenchie_ 😛

[FrédéricM.hl @FredericM]

RIP #JensenHuang
#Nvidia
😂

[FrédéricM.hl @FredericM]

@PowerHasheur NVIDIA qui entraine tous les marchés avec lui !

[FrédéricM.hl @FredericM]

Tout cela pour ca
Jamais trop gros pour tomber !
#Nvidia #JensenHuang

[FrédéricM.hl @FredericM]

@Frenchie_ c'était pas dans mon bingo cette histoire de fesses ...

[FrédéricM.hl @FredericM]

Bye bye Jensen Huang !
I hope you haven't left too many skeletons in the closet !
All of this just for sexual pleasure!
#Nvidia

[Michael Burry Stock Tracker ♟ @burrytracker]

New $NVDA bull case just dropped

[FrédéricM.hl @FredericM]

@smoltalk Content d’entendre cette belle musique d’attente 😓😂

[FrédéricM.hl @FredericM]

@RodolpheSteffan A voir certaines propositions, je pensais que c'était déjà le cas 😂

[FrédéricM.hl @FredericM]

@Frenchie_ c'est toi qui m'a donné l'idée de demander ce tableau à mon ia 😀 C'est super interessant et cela permet vraiment de mettre les événements en perspective !
#MERCI

[FrédéricM.hl @FredericM]

Fear gauge just ripped +70% in one session 📈

$VIX at 28, highest since March. Trigger: chips & AI infra dumped the day after the midterms.

20 years of panic for scale:
2008 Lehman → 89
2020 Covid → 85
2024 yen carry → 66
2025 Liberation Day → 60

Every spike faded
Question is how fast

[FrédéricM.hl @FredericM]

Microsoft is ending its deal to rent AI cloud capacity from Oracle $ORCL $MSFT

The capacity was based on older Nvidia GPUs. Oracle shares fell ~3% on the news while Microsoft barely moved

Oracle says demand for its AI infrastructure remains strong, but losing a customer like Microsoft is still a clear negative signal in the short term

[zerohedge @zerohedge]

Guess not:

*MICROSOFT IS WINDING DOWN ORACLE DEAL TO RENT AI CLOUD CAPACITY

[FrédéricM.hl @FredericM]

Maybe you should take this advice? Maybe ...
@NoLimitGains seems to have quite a bit of experience !
https://t.co/Y7bOzflipE

[NoLimit @NoLimitGains]

Cheat code:

Buy when the VIX is above 30.
Trim when it’s below 15.

[Rhubarb 💎🐈 @rhubonarb]

I have a vision, and it's on arb

[Boubou 🐼 @BoubouSGC]

5953 euros par mois pour cliquer au hasard sur des boutons franchement c’est sympa d’être député.